Integrated Wealth Concepts LLC Sells in Q3 2025

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BRO
Brown & Brown, Inc.

Financial Services
-142
- 1.25%
$90.88 - $108.93 $12.9K - $15.5K
11.3K $1.06M
ETR
Entergy Corp

Utilities
-3.8K
- 25.9%
$80.93 - $93.55 $307K - $355K
10.9K $1.01M
IGRO
Ishares Tr International Divid

ETFs
-2.74K
- 18.51%
$75.97 - $80.24 $208K - $220K
12.1K $960K
HYDB
Ishares Tr Edge High Yield Def

ETFs
-4.43K
- 31.05%
$47.03 - $47.97 $208K - $212K
9.83K $470K
CF
Cf Industries Holdings, Inc.

Basic Materials
-2.14K
- 42.15%
$80.91 - $98.75 $173K - $212K
2.94K $263K
EXLS
Exl Service Holdings, Inc.

Technology
-4.64K
- 35.43%
$41.4 - $45.43 $192K - $211K
8.46K $372K
ABT
Abbott Laboratories

Healthcare
-853
- 2.11%
$120.51 - $136.62 $103K - $117K
39.5K $5.29M
EWT
Ishares Inc Msci Taiwan ETF

ETFs
-6.06K
- 19.99%
$57.58 - $64.29 $349K - $389K
24.2K $1.54M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-4.29K
- 36.83%
$45.72 - $47.27 $196K - $203K
7.36K $345K
EQH
Equitable Holdings, Inc.

Financial Services
-2.44K
- 18.75%
$50.09 - $55.88 $122K - $136K
10.6K $537K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
-498
- 9.77%
$158.24 - $191.13 $78.8K - $95.2K
4.6K $764K
ICE
Intercontinental Exchange, Inc.

Financial Services
-588
- 9.87%
$167.28 - $188.45 $98.4K - $111K
5.37K $905K
UPST
Upstart Holdings, Inc.

Financial Services
-1.55K
- 19.93%
$50.8 - $84.13 $78.7K - $130K
6.23K $316K
KHC
Kraft Heinz CO

Consumer Defensive
-7.37K
- 23.86%
$25.63 - $28.94 $189K - $213K
23.5K $612K
BOND
Pimco Active Bond Exchange Tra

ETFs
-2.85K
- 3.75%
$90.83 - $93.81 $259K - $267K
73K $6.81M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
-4.78K
- 18.74%
$37.14 - $37.85 $177K - $181K
20.7K $782K
EXEL
Exelixis, Inc.

Healthcare
-3.23K
- 22.41%
$36.22 - $46.25 $117K - $149K
11.2K $461K
STLD
Steel Dynamics Inc

Basic Materials
-1.76K
- 44.42%
N/A
2.21K $216K
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-8.29K
- 6.31%
$20.84 - $21.03 $173K - $174K
123K $2.58M
JKHY
Henry Jack & Associates Inc

Technology
-681
- 30.19%
$148.45 - $182.09 $101K - $124K
1.58K $234K
EOG
Eog Resources Inc

Energy
-796
- 7.52%
$112.12 - $126.1 $89.2K - $100K
9.79K $1.1M
HBAN
Huntington Bancshares Inc

Financial Services
-12.1K
- 14.62%
$15.87 - $17.88 $193K - $217K
70.9K $1.22M
ECL
Ecolab Inc.

Basic Materials
-731
- 9.73%
$259.39 - $285.47 $190K - $209K
6.78K $1.86M
FTLS
First Tr Long/Short Equity ETF

ETFs
-5.86K
- 8.81%
$65.78 - $69.95 $385K - $410K
60.6K $4.24M
KNX
Knight Swift Transportation Holdings Inc.

Industrials
-2.88K
- 26.34%
$39.13 - $48.22 $113K - $139K
8.05K $318K
CCI
Crown Castle International Corp

Real Estate
-1.34K
- 23.0%
$92.96 - $113.91 $124K - $153K
4.48K $432K
DXCM
Dexcom Inc

Healthcare
-1.13K
- 25.69%
$66.46 - $89.53 $75K - $101K
3.26K $219K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-194
- 0.64%
$60.9 - $70.75 $11.8K - $13.7K
30.2K $1.88M
MSM
Msc Industrial Direct CO Inc

Industrials
-2.28K
- 33.78%
$84.9 - $92.9 $194K - $212K
4.47K $412K
MNST
Monster Beverage Corp

Consumer Defensive
-4.9K
- 13.52%
$58.65 - $67.31 $287K - $329K
31.3K $2.11M
VST
Vistra Corp.

Utilities
-902
- 10.9%
$182.0 - $217.92 $164K - $197K
7.37K $1.44M
GILD
Gilead Sciences, Inc.

Healthcare
-1.44K
- 4.57%
$108.22 - $120.47 $156K - $173K
30.1K $3.34M
KLAC
Kla Corp

Technology
-282
- 33.45%
$843.9 - $1078.6 $238K - $304K
561 $605K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-6.14K
- 1.78%
$92.18 - $95.14 $566K - $584K
338K $32.2M
CORP
Pimco Investment Grade Corp Bd

ETFs
-1.98K
- 5.27%
$95.87 - $99.18 $190K - $196K
35.6K $3.51M
CTAS
Cintas Corp

Industrials
-91
- 1.28%
$199.29 - $226.27 $18.1K - $20.6K
7K $1.44M
PRU
Prudential Financial Inc

Financial Services
-855
- 5.92%
$100.68 - $109.89 $86.1K - $94K
13.6K $1.41M
PCAR
Paccar Inc

Industrials
-1.63K
- 27.92%
$92.91 - $102.86 $151K - $168K
4.21K $413K
AVUS
American Centy ETF Tr Avantis

ETFs
-2.1K
- 18.96%
$101.2 - $109.16 $213K - $229K
8.98K $975K
CBSH
Commerce Bancshares Inc

Financial Services
-1.6K
- 8.72%
$58.61 - $66.11 $94K - $106K
16.8K $1M
LBRDK
Liberty Broadband Corp

Communication Services
-45
- 1.15%
$58.3 - $100.8 $2.62K - $4.54K
3.87K $246K
STX
Seagate Technology Holdings PLC

Technology
-4.24K
- 45.11%
$142.01 - $236.06 $602K - $1M
5.16K $1.22M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-31.2K
- 6.52%
$11.15 - $11.87 $348K - $371K
448K $5.19M
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
-6.29K
- 15.68%
$22.89 - $23.7 $144K - $149K
33.8K $797K
CVNA
Carvana Co.

Consumer Cyclical
-498
- 37.61%
$326.09 - $392.66 $162K - $196K
826 $311K
JNK
Spdr Bloomberg High Yield Bond

ETFs
-1.68K
- 4.0%
$96.22 - $98.19 $162K - $165K
40.4K $3.96M
BSY
Bentley Systems Inc

Technology
-1.9K
- 14.28%
$51.48 - $58.72 $98K - $112K
11.4K $588K
SWK
Stanley Black & Decker, Inc.

Industrials
-2.25K
- 38.22%
$66.98 - $79.52 $151K - $179K
3.64K $270K
CHRD
Oasis Petroleum Inc.

Energy
-2.3K
- 5.7%
$99.37 - $114.13 $228K - $262K
38K $3.78M
Activity Summary
Buys All Purchases 1212 New Holdings 220 Increased Positions 992 Sells All Sells 699 Reductions 699 Sold out 0 Options Calls 0 Puts 0
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